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Customizing Navision

The number one reason for Navision’s remarkable success is the product’s built-in customization capabilities. The importance of customization capabilities is best described as follows:

Accounting system developers figured out long ago that the process of adding a never ending stream of enhancements to an accounting system eventually resulted in “bloatware” that was so cluttered with features that users found the product difficult, if not impractical to use. To alleviate this problem, developers focused their attentions on producing accounting systems which contained the core features most desired by the masses, along with built-in tools designed to allow end users to customize the product specifically for their needs. Navision Software provides an excellent example of this approach. The scenario presented below provides a basic understanding of how this process works.

Assume that Navision has been installed for a boat marina operator, and there are specific additions to the system that would be beneficial to that customer. Presented below is the basic Navision customer screen which does not capture critical data such as the name of the customer’s boat, the slip number where the boat is parked, the level of fuel, the boat mechanic’s name and phone number, tag expiration, etc. Using Navision’s built-in customization tools, the reseller or end user can solve this problem in a matter of minutes.

The first step is to launch the Object Designer application as shown below:

As you can see in the screen shot above, the Object Designer is very similar to Microsoft Access, and works almost the same way. Those who are already familiar with Access find it very easy to customize Navision. Those who are not familiar with Access report that the tools are quick and easy to learn. The next step is to create the new data fields that the boat marina would like to add to their system. This process involves simply typing in the name of the fields to be added and indicating the type and length of data field.

The final step involves the placement of these new data fields on the appropriate user screens and reports throughout the system. As shown below, these fields are simply dragged from the field menu and positioned onto the appropriate user screens.

The result shown below is an accounting system that not only offers strong core functionality, but also offers additional functionality specific to the end user’s needs.

Navision’s customization capabilities are coveted for the following reasons:

1.                The tools are quick and easy to use, similar to those in Microsoft Access.

2.                Customizations are virtually unlimited; users can make up to 50,000 changes to the system.

3.                Customizations are not lost when the user migrates to newer versions of Navision. These customizations              can be imported into the new version.

4.                 Navision’s customization tools allow the user to not only add new data fields to the system, but users                 can change any thing in Navision as well. For example, Customer’s could be renamed as “Clients”,
              “Patients”,  “Members”, “Donors”, “Pets”, “Patrons”, “Associates”, “Affiliates”, “Shoppers”, “Consumers”,
              etc.

5.                Navision’s customization tools allow the user to create new tabs in a dialog box, new dialog boxes, new
             tables, and new reports.

6.                Navision’s customization tools include a “Dataport” feature that will import data into Navision from         
             virtually any remote source, complete with data verification. The screen below shows the Dataport  
             creation screen:

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